lululemon athletica (NASDAQ:LULU) Releases FY 2026 Earnings Guidance

lululemon athletica (NASDAQ:LULU) updated its FY 2026 earnings guidance on Thursday. The company provided earnings per share (EPS) guidance of 10.950-11.150 for the period, compared to the consensus estimate of 12.350. The company issued revenue guidance of $11.0 billion-$11.2 billion, compared to the consensus revenue estimate of $11.5 billion. lululemon athletica also updated its Q2 2026 guidance to 1.760-1.810 EPS.

Wall Street Analysts Forecast Growth

A number of research firms recently issued reports on LULU. The Goldman Sachs Group dropped their target price on shares of lululemon athletica from $200.00 to $184.00 and set a “neutral” rating for the company in a research report on Wednesday, March 11th. Stifel Nicolaus lowered their price objective on shares of lululemon athletica from $210.00 to $176.00 and set a “hold” rating for the company in a research report on Wednesday, March 18th. Piper Sandler lowered their price objective on shares of lululemon athletica from $190.00 to $130.00 and set a “neutral” rating for the company in a research report on Friday, May 22nd. BTIG Research reaffirmed a “buy” rating and issued a $225.00 price objective on shares of lululemon athletica in a research report on Friday, May 29th. Finally, Truist Financial lowered their price objective on shares of lululemon athletica from $200.00 to $170.00 and set a “hold” rating for the company in a research report on Wednesday, March 18th. One investment analyst has rated the stock with a Strong Buy rating, two have issued a Buy rating, twenty-eight have issued a Hold rating and two have given a Sell rating to the company. According to MarketBeat.com, the company has a consensus rating of “Hold” and an average price target of $197.09.

lululemon athletica Trading Down 0.9%

NASDAQ:LULU traded down $1.11 during trading hours on Thursday, hitting $124.92. The stock had a trading volume of 7,485,621 shares, compared to its average volume of 2,887,576. lululemon athletica has a 1-year low of $116.63 and a 1-year high of $338.49. The business has a 50 day simple moving average of $142.80 and a two-hundred day simple moving average of $170.67. The company has a market cap of $15.08 billion, a PE ratio of 9.39, a price-to-earnings-growth ratio of 3.90 and a beta of 0.87.

lululemon athletica (NASDAQ:LULU) last released its quarterly earnings results on Thursday, June 4th. The apparel retailer reported $1.69 earnings per share for the quarter, topping analysts’ consensus estimates of $1.67 by $0.02. The business had revenue of $2.47 billion during the quarter, compared to the consensus estimate of $2.43 billion. lululemon athletica had a net margin of 14.22% and a return on equity of 34.82%. lululemon athletica has set its FY 2026 guidance at 10.950-11.150 EPS and its Q2 2026 guidance at 1.760-1.810 EPS. Research analysts expect that lululemon athletica will post 12.26 EPS for the current fiscal year.

Insider Transactions at lululemon athletica

In related news, Director Charles V. Bergh bought 6,090 shares of the company’s stock in a transaction dated Friday, March 20th. The stock was bought at an average price of $164.20 per share, with a total value of $999,978.00. Following the transaction, the director owned 6,090 shares of the company’s stock, valued at approximately $999,978. This trade represents a ∞ increase in their ownership of the stock. The acquisition was disclosed in a filing with the SEC, which can be accessed through this link. Also, insider Nicole Neuburger sold 622 shares of the business’s stock in a transaction dated Wednesday, April 8th. The stock was sold at an average price of $161.00, for a total transaction of $100,142.00. Following the completion of the sale, the insider directly owned 19,156 shares of the company’s stock, valued at $3,084,116. The trade was a 3.14% decrease in their position. The SEC filing for this sale provides additional information. Insiders own 0.54% of the company’s stock.

Trending Headlines about lululemon athletica

Here are the key news stories impacting lululemon athletica this week:

• Positive Sentiment: lululemon beat first-quarter expectations, reporting EPS of $1.69 versus $1.67 expected and revenue of $2.47 billion versus $2.43 billion expected, suggesting the quarter itself was slightly better than analysts anticipated.
• Positive Sentiment: Management said North America showed some improvement, including a sequential improvement in full-price sales, which may indicate early progress in fixing merchandising and markdown issues. lululemon athletica inc. Announces First Quarter Fiscal 2026 Results
• Neutral Sentiment: Analysts recently adjusted price targets, with Sanford C. Bernstein lowering its target to $170 and Evercore cutting to $130, reflecting a more cautious stance but still implying some upside from current levels.
• Negative Sentiment: lululemon cut its FY2026 EPS guidance to $10.95-$11.15, well below the consensus estimate of $12.35, signaling slower earnings growth than investors were expecting.
• Negative Sentiment: The company also issued weak Q2 guidance, with EPS guidance of $1.76-$1.81 versus a $2.69 consensus and revenue guidance of about $2.5 billion versus $2.6 billion expected, raising concerns that near-term demand or margins are under pressure.
• Negative Sentiment: CNBC reported that lululemon cut its annual outlook and cited undisclosed “headwinds,” which added to investor concern that the slowdown may be more persistent than previously thought. Lululemon cuts annual outlook and issues weak Q2 guidance, citing undisclosed ‘headwinds’

Institutional Investors Weigh In On lululemon athletica

Several hedge funds and other institutional investors have recently modified their holdings of LULU. Invesco Ltd. increased its position in shares of lululemon athletica by 28.7% in the 3rd quarter. Invesco Ltd. now owns 2,200,552 shares of the apparel retailer’s stock worth $391,544,000 after purchasing an additional 490,127 shares during the last quarter. HRT Financial LP boosted its holdings in lululemon athletica by 277.5% in the fourth quarter. HRT Financial LP now owns 470,780 shares of the apparel retailer’s stock worth $97,832,000 after purchasing an additional 346,080 shares during the period. National Bank of Canada FI boosted its holdings in lululemon athletica by 154.0% in the third quarter. National Bank of Canada FI now owns 445,283 shares of the apparel retailer’s stock worth $79,221,000 after purchasing an additional 270,004 shares during the period. Caisse de depot et placement du Quebec boosted its holdings in lululemon athletica by 69.1% in the third quarter. Caisse de depot et placement du Quebec now owns 638,720 shares of the apparel retailer’s stock worth $113,647,000 after purchasing an additional 260,946 shares during the period. Finally, Quadrature Capital Ltd acquired a new position in lululemon athletica in the fourth quarter worth $49,208,000. Institutional investors own 85.20% of the company’s stock.

lululemon athletica Company Profile

lululemon athletica inc. is a design-focused athletic apparel company known for performance-oriented apparel, footwear and accessories. The company’s product portfolio centers on technical apparel for yoga, running, training and everyday active lifestyle use and includes tops, bottoms, outerwear, underwear, bags and a growing footwear assortment. lululemon emphasizes fabric science and product innovation, marketing garments that blend performance features with lifestyle styling.

Products are developed in-house and produced through a network of third-party manufacturers.